MinichMacGregor Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Sell |
856
-46
| -5% | -$20.2K | 0.08% | 90 |
|
|
2025
Q1 | $334K | Hold |
902
| – | – | 0.07% | 87 |
|
|
2024
Q4 | $370K | Buy |
902
+261
| +41% | +$107K | 0.08% | 83 |
|
|
2024
Q3 | $246K | Buy |
641
+5
| +0.8% | +$1.92K | 0.05% | 100 |
|
|
2024
Q2 | $238K | Buy |
+636
| New | +$238K | 0.06% | 93 |
|
|
2023
Q1 | – | Sell |
-576
| Closed | -$123K | – | 643 |
|
|
2022
Q4 | $123K | Buy |
+576
| New | +$123K | 0.04% | 102 |
|
|
2021
Q2 | – | Sell |
-783
| Closed | -$201K | – | 90 |
|
|
2021
Q1 | $201K | Buy |
+783
| New | +$201K | 0.08% | 76 |
|
|
2018
Q4 | – | Sell |
-168
| Closed | -$27K | – | 518 |
|
|
2018
Q3 | $27K | Hold |
168
| – | – | 0.02% | 183 |
|
|
2018
Q2 | $25K | Buy |
+168
| New | +$25K | 0.02% | 185 |
|
|
2017
Q3 | – | Sell |
-236
| Closed | -$29K | – | 536 |
|
|
2017
Q2 | $29K | Hold |
236
| – | – | 0.03% | 145 |
|
|
2017
Q1 | $28K | Hold |
236
| – | – | 0.03% | 143 |
|
|
2016
Q4 | $26K | Buy |
236
+93
| +65% | +$10.2K | 0.02% | 149 |
|
|
2016
Q3 | $16K | Sell |
143
-34
| -19% | -$3.8K | 0.02% | 207 |
|
|
2016
Q2 | $18K | Sell |
177
-61
| -26% | -$6.2K | 0.02% | 186 |
|
|
2016
Q1 | $25K | Buy |
+238
| New | +$25K | 0.02% | 157 |
|